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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,089 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,913 | $51,197-61.1% | $82,726-75.9% | $66,923-70.2% |
| Participation rate | 73.8% | 67.8%+6.0pp | 72.6%+1.2pp | 69.8%+4.0pp |
| Annual return | -14.94% | -9.64%-5.3pp | 701.33%-716.3pp | 1.58%-16.5pp |
| Employer contribution / active EE | $341 | $2,611-86.9% | $3,009-88.7% | $2,545-86.6% |
| Participant deferral / active EE | $354 | $3,458-89.8% | $4,394-92.0% | $4,237-91.7% |
| Admin fee / account holder | $48 | $416-88.5% | $5,328-99.1% | $593-92.0% |